Dino Marnell
Dino Marnell is a registered investment advisor at Osaic Wealth, INC., based in Warrenville, IL, with 30 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
27575 Ferry Rd Ste 100, Warrenville, IL, 60555
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dino is involved in several business activities, including insurance sales, income taxes/accounting/consulting through Marnell Financial Services, commercial rental property, and management services. He also serves as a board member for Laundry World Company of Berwyn and LWC Property, LLC, and is a co-trustee for a family member's trust, which is currently inactive.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Brewer Financial Services, LLCBroker
Brewer Investment Advisors LLC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Dreher & Associates, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.